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Student Finance Planner Resume Example

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STUDENT FINANCE PLANNER
Summary

Financial Services professional looking to obtain a secure and challenging position, with the opportunity for growth and advancement.



Highlights
  • Strength in Customer Relations/Service
  • Highly Effective Communicator
  • Variety of Software/ System Skills
  • Strength in Problem Solving
  • Over 11 Yrs experience in Finance
  • 4 Yrs in Educational Financing/Financial Aid
Experience
09/2011 to 12/2014
Student Finance Planner Everest University Online/ Everest College Phoenix － Tempe, Arizona
  • Conduct preliminary financing interview with new students.
  • Provide students with accurate information regarding application process, loan counseling and their eligibility for State/Federal financial assistance, alternative financing, contracts and/or institutional payment plans.
  • Inform students of their financial obligation, the institution's financial aid options, and financial policies and procedures as related to their educational expenses.
  • Determine Title IV eligibility through Financial Aid software system for students requesting Financial Aid.
  • Review financial applications and disclosure statements for completeness and accuracy.
  • Track and maintain file completion throughout the enrollment process for all students interested in applying for Financial Aid, and tracking of missing documents to allow for timely follow up and completion in accordance with Company policies and procedures.
09/2010 to 08/2011
Student Finance Advisor University Of Phoenix － Phoenix, Arizona
  • Responsible for conducting student financial interviews to identify and explain tuition payment options, policies and requirements for the selection of an appropriate tuition payment plan.
  • Maintained student financial aid accounts by calculating cost of attendance, processed refunds, apply funds and updated student accounts.
  • Answered student questions regarding their account via telephone and email correspondence.
  • Researched and resolved escalated issues, provided problem resolving/resolutions to student inquiries and concerns with their accounts.
  • Received and verified financial documents for completeness and accuracy as established by extensive internal and federal regulations.
  • Established and maintained student rapport by building relationships with them from the beginning of their program of study to graduation.
  • In addition, maintained their financial profiles with the University by tracking account activities throughout the financial process.
01/2007 to 08/2010
Teleservices Consultant Escalation Manager/ Lead Arizona Federal FCU － Phoenix, Arizona
  • Help assigned staff, as well as credit union members' with escalated issues; providing problem solving/ resolutions to members' accounts.
  • Answer, process questions, and complete transactions on member accounts via telephone.
  • Take loan applications and provide decisions on loan approvals.
  • Working knowledge of many network computer systems, as well as maintain a high degree of knowledge of credit union products and services to offer/ educate credit union members.
  • Promote an environment of teamwork with the department and organization as a whole.
05/2005 to 12/2006
Member Assistance Representative Desert Schools FCU － Phoenix, Arizona
  • Responsible for answering inbound calls for members regarding their accounts.
  • Assist with processing transfers, payments, loan advances, and quote loan payoffs.
  • Research accounts to assist members in corrections/explanations of transactions on their accounts.
  • Cross-sell products such as Money Markets accounts, upgrade checking accounts, Certificates of Deposits, IRA accounts.
10/2004 to 05/2005
Administrative Assistant Spectra International － Scottsdale, Arizona
  • Responsible for answering inbound calls for Escrow Title Company.
  • Handle all filing.
  • Open and cancel Escrow files.
  • Prepared documents and files.
  • Place outbound calls to schedule courier pickups.
01/2004 to 10/2004
Fraud Detection Analyst Bank of America － Phoenix, Arizona
  • Created friendly and professional relationships to ensure satisfied customers and return business.
  • Closed accounts with fraudulent activity and opened new accounts.
  • Worked with merchants and law enforcement to investigate fraudulent activity.
04/2000 to 11/2003
Customer Service Representative/ Research Analyst CitiFinancial Retail Service － Tempe, Arizona
  • Communicated with merchants to resolve billing disputes/errors.
  • Communicated effectively to resolve customer issues.
  • Data Research.
  • Handle inbound/outbound calls.
Education
2000
Certified Dental Assistant Pima Medical Institute － Mesa, Arizona
1996
Associates Degree Mesa Community College － Mesa, Arizona
1992
High School Diploma Red Mountain High School － Mesa, Arizona
Skills

Customer/student relations/customer service, financing, telephone, computers

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Resume Overview

Companies Worked For:

  • Everest University Online/ Everest College Phoenix
  • University Of Phoenix
  • Arizona Federal FCU
  • Desert Schools FCU
  • Spectra International
  • Bank of America
  • CitiFinancial Retail Service

School Attended

  • Pima Medical Institute
  • Mesa Community College
  • Red Mountain High School

Job Titles Held:

  • Student Finance Planner
  • Student Finance Advisor
  • Teleservices Consultant Escalation Manager/ Lead
  • Member Assistance Representative
  • Administrative Assistant
  • Fraud Detection Analyst
  • Customer Service Representative/ Research Analyst

Degrees

  • Certified Dental Assistant
    Associates Degree
    High School Diploma

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